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Alissa Hirsh

7 Years of Experience
Highland Park, IL
May Earn Commission

Alissa Hirsh is a registered investment advisor at Fort Sheridan Advisors LLC, based in Highland Park, IL, with 7 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 930 clients with $910M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
930 clients
Average Client Portfolio
$977K average
Assets Under Management
$908.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Central Avenue, Suite 365, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alissa is involved with Karmin Capital Management as a DBA for securities business. She is also the Head Junior Varsity Girls' Basketball Coach at Niles North High School since 2021.

Employment History
Current Registrations
Fort Sheridan Advisors LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Western International Securities
November 2018 - August 2023 · 4 yrs 9 mos
Western International Securities, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.